Root Financial Partners
BZH

Root Financial Partners’s Beazer Homes USA BZH Stock Holding History

Root Financial Partners’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.67K Buy
+50
New +$1.64K ﹤0.01% 2722
2026
Q2 		– Sell
-50
Closed -$962 – 844
2026
Q1 		$962 Buy
+50
New +$1.16K ﹤0.01% 2629

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Exchange Traded Concepts
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Transmarket Holdings
Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Root Financial Partners's BZH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Beazer Homes USA (BZH) in Q3 2026: 50 shares worth $1.67K. The stake represents ﹤0.01% of the portfolio and ranks #2722 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BZH as recently as Q1 2026.

Root Financial Partners first reported a position in BZH in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold BZH as of Q3 2026.

  • Root Financial Partners held 50 shares of Beazer Homes USA worth $1.67K as of Q3 2026.
  • Beazer Homes USA was a new Root Financial Partners position in Q3 2026.
  • Beazer Homes USA made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2722 holding.
  • Root Financial Partners first reported a position in Beazer Homes USA in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.